Business Details
50+ Years
experience
Trusted Financial Advisers in Leeds
Bartlett is an independent financial services intermediary and advisor with a legacy of excellence spanning over 80 years. Founded in 1940, we specialise in insurance broking, wealth management, employee benefits, and risk advisory services for businesses, charities, and individuals across 40+ countries. Our client-first philosophy prioritises rigorous analysis, attention to detail, and tailored solutions to mitigate financial uncertainties. Recognised as Lloyd's & London Broker of the Year and ranked among the Financial Times Top 100 UK Advisers, we combine deep technical expertise with a long-term focus on sustainable growth.Our team of certified professionals delivers exceptional service, evidenced by longstanding client relationships and industry accolades. We maintain regulatory compliance through FCA authorisation while upholding ethical standards in all operations. The Bartlett Foundation further demonstrates our commitment to societal impact, donating 8% of pre-tax profits to support children's welfare and education initiatives globally.
Services
Insurance Broking
Wealth Management
Employee Benefits
Risk Advisory
Tax Planning
Pensions Advice
Trade Credit Insurance
Corporate Risk Management
Inheritance Tax Planning
Global Insurance Solutions
Details
- Year established: 1940
Highlights and features
- We offer 80 years of experience in financial services with global reach
- Our client-first approach prioritises tailored risk mitigation strategies
- FCA regulated with specialist expertise in complex insurance solutions
- Award-winning team with London Market accreditation
- Sustainable growth focus with proven premium savings achievements
Associations and certifications
- Lloyd's
- Financial Conduct Authority (FCA)
- Financial Times
What people say
First class customer service
Knowledgeable responsive staff
Premium savings achieved
Trusted advisor status
Global expertise
Services
Insurance Broking
We provide specialist insurance broking services with expertise in corporate risk management and policy wording analysis. Our team secures competitive premiums while ensuring comprehensive coverage for businesses and individuals. With London Market accreditation, we deliver tailored solutions for complex insurance requirements across 40+ countries.
Wealth Management
Our wealth management services offer strategic investment advice and inheritance tax planning for high-net-worth individuals. We focus on long-term portfolio growth while minimising volatility through rigorous market analysis. The team provides bespoke solutions aligned with clients' financial objectives and risk tolerance levels.
Employee Benefits
We design comprehensive employee benefits packages including private medical insurance and pension schemes. Our solutions enhance workforce wellbeing while optimising tax efficiency for employers. We provide expert guidance on mandatory payrolling regulations and benefit implementation strategies.
Trade Credit Insurance
Our trade credit insurance solutions protect businesses against payment defaults from commercial clients. We offer risk assessment frameworks and policy structures that safeguard cash flow and support business expansion. The service includes ongoing debtor management and claims handling support.
Risk Advisory
We provide strategic risk advisory services identifying potential threats to business continuity. Our specialists conduct comprehensive risk assessments and develop mitigation strategies covering underinsurance, market volatility, and operational exposures across multiple industry sectors.
People
Richard Bartlett
Chairman
Third-generation leader with extensive industry experience, guiding strategic direction while upholding family values of integrity and client focus in financial services operations.
Penny Rooney
COO/Partner
Chartered insurance professional with 20+ years' experience managing complex client relationships, specialising in commercial insurance solutions and business process optimisation for professional service firms.
Paul Talbot
Private Client Advisor
Wealth management specialist with particular expertise in inheritance tax planning and investment portfolio management for high-net-worth individuals and family offices.
Questions
What financial services does Bartlett Group offer?
We provide insurance broking, wealth management, employee benefits, trade credit insurance, and risk advisory services for businesses and private clients globally.
Are Bartlett Group regulated by financial authorities?
Yes, our UK operations are authorised and regulated by the Financial Conduct Authority (FCA).
How long has Bartlett Group been in business?
We have operated continuously since 1940, maintaining family ownership across three generations.
Do you serve international clients?
Yes, we advise businesses and individuals in over 40 countries from offices in the UK, US, Germany, and Australia.
What industry accreditations do you hold?
We are Lloyd's & London Market accredited brokers and have received multiple industry awards including UK Broker of the Year.
How do you handle client complaints?
We maintain a formal complaints procedure available on our website, aiming to resolve issues promptly and transparently.
